Caldwell Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Caldwell Trust’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Hold	7,089
2025 Q1	$292K	Hold	7,089
2024 Q4	$290K	Buy	+7,089